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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,477 | $100,073-45.6% | $85,126-36.0% | $145,877-62.7% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 10.43% | 84.11%-73.7pp | 66.63%-56.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,406 | $3,236+5.2% | $2,731+24.7% | $4,663-27.0% |
| Participant deferral / active EE | $2,967 | $5,294-44.0% | $4,523-34.4% | $6,691-55.7% |
| Admin fee / account holder | $3,424 | $7,261-52.8% | $6,160-44.4% | $13,402-74.5% |